Investment Dashboard: Notion Template - One Notion system: budget, savings, and stock analysis.

byβ€’
Hey Product Hunt community πŸ‘‹ Here's what's new in V2 : - Decision Context Log A new section inside the investment thesis to log what was happening in the world when you made your decision. - Dividend Tracking Table A dedicated table to track dividend income across all your positions. - Portfolio Rebalancing Alert System A simple but powerful system that automatically signals when an asset drifts from your target allocation.

Add a comment

Replies

Best
Maker
πŸ“Œ
πŸš€Hey Product Hunt community πŸ‘‹ What's new in this update? I've added 3 new features to make the template more useful for long-term investing: πŸ“° Decision Context Log Inside the Investment Thesis, you can now record the market conditions, important news, macro environment and your personal sentiment at the time of your decision. β†’ This helps you look back later and understand what you knew and thought when you invested. πŸ’Έ Dividend Tracking Table Track your dividend income across your portfolio, including estimated monthly & annual passive income, payment frequency and next payment date, with automatic calculations. βš–οΈ Portfolio Rebalancing Alert System Your portfolio now automatically signals when an asset moves more than 5% away from its target allocation (can be modified), so you can quickly see when it's time to rebalance. πŸ“Έ You can see the new Dividend Tracker and Portfolio Rebalancing Alert System in the last 2 screenshots. Would love to hear what you think of these new additions! πŸš€